WDG
Wealth Dimensions Group’s Broadcom AVGO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.2M | Sell |
7,992
-154
| -2% | -$42.4K | 0.49% | 30 |
|
|
2025
Q1 | $1.36M | Buy |
8,146
+951
| +13% | +$159K | 0.33% | 41 |
|
|
2024
Q4 | $1.67M | Buy |
7,195
+3,152
| +78% | +$731K | 0.41% | 35 |
|
|
2024
Q3 | $697K | Buy |
4,043
+3,676
| +1,002% | +$634K | 0.18% | 68 |
|
|
2024
Q2 | $589K | Buy |
367
+42
| +13% | +$67.4K | 0.17% | 73 |
|
|
2024
Q1 | $431K | Sell |
325
-9
| -3% | -$11.9K | 0.13% | 89 |
|
|
2023
Q4 | $373K | Sell |
334
-29
| -8% | -$32.4K | 0.12% | 95 |
|
|
2023
Q3 | $302K | Sell |
363
-31
| -8% | -$25.7K | 0.11% | 106 |
|
|
2023
Q2 | $342K | Buy |
394
+1
| +0.3% | +$867 | 0.12% | 101 |
|
|
2023
Q1 | $252K | Hold |
393
| – | – | 0.1% | 113 |
|
|
2022
Q4 | $220K | Buy |
+393
| New | +$220K | 0.09% | 121 |
|
|
2022
Q2 | – | Sell |
-396
| Closed | -$249K | – | 128 |
|
|
2022
Q1 | $249K | Buy |
396
+5
| +1% | +$3.14K | 0.12% | 119 |
|
|
2021
Q4 | $260K | Buy |
+391
| New | +$260K | 0.13% | 112 |
|